In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades. “One of Neff’s techniques that I like is scouring the list of stocks that have reached 52-week lows,” Dorfmnan explains. “In his book ‘John Neff [...]
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Tag Archives: John Dorfman
Lowest of the Low-P/E Firms Post Big Outperformance
January 5, 2011
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Numerous contrarian investment strategies have a track record of solid performance. But just how well — or poorly — do the most unloved stocks in the market fare? According to columnist and money manager John Dorfman, they have fared quite well in the past dozen years. In his Bloomberg column, Dorfman takes a look at [...]
Read moreDorfman: Time to Add Risk
December 28, 2010
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Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008 crisis impact their investment decisions going forward. He also talks about some of his top stock picks heading into the new year.
Read more“Smooth” Recoveries Rarely Occur, Says Dorfman
August 16, 2010
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Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one of the few strategists who was offering optimism heading into the 2009 rally — is still optimistic. “One reason these figures don’t shake my confidence [...]
Read moreDorfman Finding Value in Big Names
July 7, 2010
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Money manager and columnist John Dorfman, one of the few strategists who was offering optimism heading into the 2009 rally, is still seeing plenty of opportunities in stocks. Dorfman tells Bloomberg that he doesn’t think we are heading into double-dip recession or depression. With that in mind, he says some big names, including Microsoft, are [...]
Read moreDorfman on Strategy, and Why Stocks Are Still Cheap
February 16, 2010
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GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was undervalued even before the recent sell off,” Dorfman tells Jacob Wolinsky. “Yes the market P/E is around 18 but only because it is based on [...]
Read moreDorfman: Sectors for the Recovery
December 3, 2009
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Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements in auto sales, existing home sales, and third-quarter gross domestic product are among many factors that point toward the recovery being for real. Given that [...]
Read moreDorfman Sees Rally Continuing for Several Months — at Least
October 14, 2009
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Money manager and Bloomberg columnist John Dorfman — who was ahead of the curve in forecasting the market rebound — says he thinks the rally will continue well into next year. “I feel fairly confident that the gains will chug along through at least the first quarter of 2010,” writes Dorfman. “In the past century, [...]
Read moreDorfman Adjusts for Post-Recessionary Climate
August 4, 2009
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Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials stocks, and energy stocks in his portfolios, and is cutting back on utilities and healthcare stocks, two areas he had focused on during the downturn. [...]
Read moreDorfman: Rally Still Has Legs
July 7, 2009
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Columnist and money manager John Dorfman, who called the recent upturn in the market, says he believes the rally is sustainable until at least early 2010, in large part because the economy is on the mend. “To be sure, not all signs point to the rally continuing,” Dorfman writes in the Asbury Park Press. “On [...]
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